Datto SaaS Protection: Create a new Office 365 client for PAX8



This article explains to create a new Datto SaaS Protection for Office 365 client in the Datto Partner Portal for PAX8.  


  • Datto SaaS Protection for Office 365  


You must have Global Admin account credentials to the customer's O365 tenant.
To complete the setup and purchase, the partner must have Admin-level permissions in the Datto Partner Portal.


Follow these steps to access the SaaS Store and add and authenticate a new Office 365 service for a client.

Clean Browsing

Open a Google Chrome incognito or similar private browsing window. This session will help to avoid confusion about which Office 365 service to authenticate.

Access the SaaS Store

Navigate to http://saasstore.datto.com and enter your Datto Partner Portal credentials. As another option, you can access the Store from the Partner Portal home page by selecting Purchasing & Billing Store and selecting the SaaS Protection option. 

Figure 1: The Datto Store  (click to enlarge)

The SaaS Store is for ordering new products. If your client already uses all Backupify products, or simply wants to increase or decrease their current license count, you should contact your Backupify Sales representative.

Create your customer

If this is the first Backupify account setup, you will see an Add Client screen. If you've already set up previous clients, you will see a Select Client screen, which lets you choose from a drop-down list of existing clients or add a new client.

When creating a new customer, the name you use is for your reference only. Backupify will identify the customer via their domain name.

Figure 2: Add client (click to enlarge)

Select the product

Select Office 365 and enter the number of users to protect. When finished, click Generate Quote for pricing information for the tier of users you entered.

Figure 3: Product selection (click to enlarge)

Confirm the quote

Next, click Confirm Quote to bring up the Payment Method screen containing your payment and contact information. If this is your first time ordering, you must enter all relevant information before proceeding. 

For credit card information changes, contact Backupify Support.

Click Confirm Purchase to continue. Click Return to Store to restart the purchase process for other Backupify products. 

Manage Clients

To connect Office 365 to the account you've just set up, click Manage Clients/Applications, which opens the Application Management Dashboard

Figure 4: Payment confirmation (click to enlarge)

The client's Office 365 management options will appear in the Application Management dashboard. Click This product is partner-managed on one of the services for which your client has licenses, then agree to the terms and conditions and click Authorize. Datto SaaS Protection will automatically include all other licensed services in the authorization (This dashboard is a one-time setup screen).

Figure 5: The Application Management dashboard (click to enlarge)

Login to Datto SaaS Protection and complete the onboarding

On the login screen, log into the Microsoft account as a global administrator (the system supports Microsoft modern authentication). Datto SaaS Protection will add your Active Directory. The Active Directory may take several minutes to load.

Figure 6: Microsoft Online login screen (click to enlarge)

You will now see the Backupify Onboarding Wizard. Click Continue.

Figure 7: The Backupify Onboarding Wizard (click to enlarge)

Choose the geographically appropriate storage region from the drop-down menu. 

Figure 8: Choose a storage region (click to enlarge)

Add users to the backup

You can now add users to the backup from the Seat Management screen. Auto-Add automatically backs up all users and resources in the domain. Click Disable to
manually select which users and resources the system should back up during the initial setup.

With Auto-Add disabled, search for the users you wish to back up in the Add Users field. Click the checkbox for the user you've selected, click Back up selected users, then Con-
firm to perform a backup for that user. At the bottom of the screen, you can add CSV files of existing user lists and custom site collections from an Excel spreadsheet.

Figure 9: Add users to the backup (click to enlarge)

After adding users, click Advance to Dashboard. Datto SaaS Protection is now protecting your Office 365 apps.

Figure 10: The Datto SaaS Protection for Office 365 dashboard (click to enlarge)

 The time zone in Backupify is set to GMT by default. This setting is not configurable within Backupify.

To contact Backupify/Datto SaaS Protection support, click here to submit a Support Request, or click here for more contact options.

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